Review
1444 facts across 22 clients. Two questions each: can we stand behind it, and can an argument be built from it.
Nothing here blocks anything. Strategy already runs on these — approving a fact only tells it which to reach for first. Ten minutes on your biggest client is worth more than clearing the list.
Two things the system found that disagree, and it refused to pick. Each carries both claims and the options the critic drafted — settling one writes how it was settled, because the next person to hit the same contradiction reads only that.
Motherhood audience segment paused for low lead quality while it remains on record as a target segment
On the record
Mothers identified as a target audience segment for the brand's advertising
Arrived since
The motherhood-targeted ad set and its associated graphics were paused for producing consistently low-quality leads
Why it matters: Backward drift on a positioning fact. Left as-is, the knowledge base still authorises writers and media buyers to build mother-targeted messaging for a segment paid media has already switched off for poor lead quality — and the brand's origin story (founder designed her career around motherhood) makes that an easy segment to drift back into by accident.
Drafted options — clicking fills the note, it does not submit
Organic is listed as an active funnel while website CTAs are said to send organic visitors straight to a booked call
On the record
Five active funnels are in operation, one each for meta ads, Google ads, Instagram, LinkedIn and organic (incoming, same session)
Arrived since
Most calls-to-action on the website send organic visitors straight to a booked call, with a free webinar available somewhere on the site
Why it matters: Same-session statements that cannot both describe the current organic path. Attribution counts for organic (47 CRM contacts) depend on which route is live.
Drafted options — clicking fills the note, it does not submit
Webinar/step-two video length does not match either recorded webinar format
On the record
Runs an existing webinar as part of the funnel, in either a 20-minute or 60-minute format
Arrived since
Step two of the funnel is a 75-minute video followed by calendar booking
Why it matters: The webinar length is quoted to prospects and used in nine months of performance analysis. If 75 minutes is the live asset, the 20/60-minute record is wrong and comparisons across the historical data are being made against the wrong asset.
Drafted options — clicking fills the note, it does not submit
Google ads is listed as one of five active funnels while also described as bypassing the funnel
On the record
Five active funnels are in operation, one each for meta ads, Google ads, Instagram, LinkedIn and organic (incoming, same session)
Arrived since
Google Ads traffic goes directly to a booked call and does not pass through a funnel
Why it matters: Both statements arrived in the same session, so no passage of time explains the gap. Reporting on five funnels would attribute funnel-stage metrics to a channel that has no funnel steps, and the opt-in form count per channel would be wrong.
Drafted options — clicking fills the note, it does not submit
14% lead variance presented as an industry standard without a source
Arrived since
An anticipated lead variance of 14% is treated as the industry standard, attributed to cookie tracking limitations and iOS 14
Why it matters: A precise figure attributed to 'industry standard' will be quoted back to the client to explain reporting gaps. If nobody can name the source, the agency is asserting a benchmark it cannot support.
Drafted options — clicking fills the note, it does not submit
Sales manager credited with building GoHighLevel assets is reported to have left the company
On the record
Also holds a GoHighLevel account in which the sales manager created new calendars and funnels
Arrived since
The sales manager who set up the existing Slack channel has left the company, prompting a plan to create a new dedicated Slack channel
Why it matters: A departed owner of the GoHighLevel account and Slack channel means access, admin rights and the planned validation walkthrough before shutdown may all be blocked — and the same access loss already happened with the previous funnel web system.
Drafted options — clicking fills the note, it does not submit
Founder-story creative moves from bottom-of-funnel placement to a top-of-funnel A/B test
On the record
Founder-story creative and objection-handling creative are used for bottom-of-funnel ad targeting
Arrived since
Ad structure being planned distinguishes top-of-funnel from middle- and bottom-of-funnel ads, with founder story run as an A/B test and client stories and testimonials proposed for mid- and bottom-funnel
Why it matters: The funnel-stage qualifier on founder-story creative is load-bearing for budget allocation and audience targeting. Silently reassigning it would put bottom-funnel creative in front of cold audiences and misread the resulting performance.
Drafted options — clicking fills the note, it does not submit
Agency position against minor creative variations sits against a plan to re-edit the same video at 1.5x speed
On the record
The agency's media buying position is that minor creative variations are not effective post-Andromeda
Arrived since
Creative refresh approach under consideration is re-editing the same existing video in a different style or at 1.5x speed rather than re-recording
Why it matters: Both are incoming in the same batch and pull in opposite directions. Proceeding with speed-and-style re-edits under a stated position that such variations do not work wastes production time and muddies any read on creative performance.
Drafted options — clicking fills the note, it does not submit
Facebook ads described as ready to switch on, versus being urgently rolled back to Salesable
On the record
Facebook ads are currently running the old creatives and are ready to be switched on against the new funnel once internal links are updated
Arrived since
Facebook ads are being moved back to Salesable immediately so that new lead data stops accumulating in the inaccessible funnel web platform
Why it matters: The two describe opposite postures — an orderly pending switch versus an emergency rollback driven by a platform lockout. Acting on the stale version risks continuing to send paid traffic into a platform nobody can access, losing the lead data it generates.
Drafted options — clicking fills the note, it does not submit
Salesable migration recorded as complete, incoming sets a target date for full setup next week
On the record
Website and funnel migration onto the Salesable platform is complete, with the funnel rebuilt as a 3-step structure
Arrived since
The target timeline for full Salesable setup is early to mid next week, as early as Tuesday
Why it matters: 'Complete' and 'targeted for next week' cannot both describe the same scope. Planning and any client-facing status report depends on knowing which components are actually live, especially with a domain contingency plan in play.
Drafted options — clicking fills the note, it does not submit
Migrated-contact count restated as an exact figure with a named source and destination
On the record
500 contacts were carried over in the recent migration batch
Arrived since
505 contacts were migrated from the legacy funnel web system to Salesable
Why it matters: Resolved as a refinement rather than a conflict, but flagged because the boundaries tightened at the same time as the number: the incoming names the source system and destination where the existing record said only 'recent migration batch'. Confirm the two describe the same event before the exact figure is promoted, otherwise a second migration could be silently absorbed into the first.
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Slack notifications recorded as active, incoming says legacy Slack notifications have stopped
On the record
Slack notifications are active for both form submissions and appointment bookings
Arrived since
Slack notifications from the legacy funnel web system have stopped working; the team only sees calendar entries from email
Why it matters: During a migration with legacy access deliberately retained to catch stray leads, believing notifications are live when they are not means bookings arrive unseen. The existing record also notes the sales manager who built the Slack channel has left, which makes silent failure plausible.
Drafted options — clicking fills the note, it does not submit